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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

892 hedge funds and large institutions have $8.63B invested in Schwab US Broad Market ETF in 2021 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 325 increasing their positions, 279 reducing their positions, and 20 closing their positions.

Holders
892
Holders Change
+115
Holders Change %
+14.8%
% of All Funds
13.78%
Holding in Top 10
116
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+10.48%
% of All Funds
1.79%
New
146
Increased
325
Reduced
279
Closed
20
Calls
$8.22M
Puts
$9.51M
Net Calls
-$1.29M
Net Calls Change
-$7.94M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.64B
2
HWM
2
HB Wealth Management
Georgia
$97.5M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$95.7M
4
LP
4
LGL Partners
Pennsylvania
$74.8M
5
SFG
5
Socha Financial Group
New York
$49.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.1M
2
SCM
2
SCS Capital Management
Massachusetts
$370M
3
AWM
3
Avior Wealth Management
Nebraska
$19M
4
Betterment LLC
4
Betterment LLC
New York
$425M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$35.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CAAS
801
Capital Asset Advisory Services
Michigan
$75K 667 +176 +36%
MCM
802
MV Capital Management
Maryland
$70K 617 – –
ODG
803
O'Dell Group
Ohio
$69K 612 – –
CWM
804
Cedar Wealth Management
California
$68K 600 – –
GWS
805
Glassman Wealth Services
Virginia
$68K 598 – –
CWP
806
Concord Wealth Partners
Virginia
$67K 593 +431 +266%
BWM
807
BerganKDV Wealth Management
Minnesota
$66K 585 +48 +9%
PO
808
Private Ocean
California
$65K 575 +81 +16%
MAWCM
809
Mine & Arao Wealth Creation & Management
California
$61K 540 – –
PGAM
810
Princeton Global Asset Management
New Jersey
$58K 512 – –
WT
811
Whittier Trust
California
$57K 500 – –
SMA
812
Sage Mountain Advisors
Georgia
$57K 500 +500 New
HRC
813
Hoertkorn Richard Charles
$51K 450 – –
CTC
814
Central Trust Company
Missouri
$51K 455 – –
WFA
815
Wells Financial Advisors
Massachusetts
$51K 452 – –
HR
816
Howe & Rusling
New York
$48K 425 +1 +0.2%
AWM
817
AllSquare Wealth Management
New York
$47K 413 – –
NG
818
NWK Group
California
$46K 409 +109 +36%
SFPG
819
Stonebridge Financial Planning Group
Florida
$41K 397 – –
PFBT
820
Parkside Financial Bank & Trust
Missouri
$40K 355 – –
SWM
821
Selective Wealth Management
Virginia
$40K 354 +354 New
TLFA
822
True Link Financial Advisors
California
$39K 341 – –
TVWM
823
Tower View Wealth Management
Wisconsin
$39K 342 +1 +0.3%
CWC
824
Carolinas Wealth Consulting
North Carolina
$39K 342 +22 +7%
BAM
825
Barrett Asset Management
New York
$37K 330 – –
31 32
33
34 35